Purchases and Sales Made in Q1 2023 in Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO S&P 500 VALUE E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.52K+ 16.42% |
$97.3K - $108K
|
17.8K
$975K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.5K+ 0.56% |
$96.9K - $107K
|
448K
$24.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.5K+ 1.33% |
$96.7K - $107K
|
191K
$10.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.45K+ 10.94% |
$94.7K - $105K
|
24.8K
$1.36M
|
|
|
Jun 13, 2023
Q1 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.4KNew |
$92.8K - $103K
|
2.4K
$131K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.34K+ 19.88% |
$90.5K - $100K
|
14.1K
$772K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2.29K+ 15.89% |
$88.7K - $98.1K
|
16.7K
$915K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
2.17K+ 23.79% |
$84K - $92.9K
|
11.3K
$618K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.09K+ 4.55% |
$80.8K - $89.3K
|
48K
$2.62M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
2.05K+ 14.73% |
$79.3K - $87.7K
|
16K
$873K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.05KNew |
$79.2K - $87.6K
|
2.05K
$112K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.04K+ 243.04% |
$79.1K - $87.4K
|
2.89K
$158K
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.97K+ 10.93% |
$76.4K - $84.4K
|
20K
$1.1M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.97K+ 37.75% |
$76.2K - $84.3K
|
7.19K
$393K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.96K+ 9.94% |
$75.7K - $83.7K
|
21.7K
$1.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
1.96K+ 0.21% |
$75.7K - $83.7K
|
931K
$50.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
1.94K+ 18.78% |
$75K - $83K
|
12.3K
$671K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.91K+ 0.63% |
$73.9K - $81.7K
|
307K
$16.8M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.84K+ 6.68% |
$71.1K - $78.6K
|
29.4K
$1.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.82K+ 7.82% |
$70.4K - $77.8K
|
25.1K
$1.37M
|
|
|
May 05, 2023
Q1 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1.77K+ 3.49% |
$68.5K - $75.7K
|
52.5K
$2.87M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
1.57K+ 13.89% |
$60.8K - $67.3K
|
12.9K
$705K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.56K+ 20.1% |
$60.4K - $66.8K
|
9.33K
$510K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.56K+ 5.77% |
$60.4K - $66.8K
|
28.6K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Harbor Group, Inc.
|
BUY
|
- |
1.54K+ 0.41% |
$59.6K - $65.9K
|
375K
$20.5M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.49K+ 4.54% |
$57.7K - $63.8K
|
34.4K
$1.88M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.46K+ 3.66% |
$56.3K - $62.2K
|
41.2K
$2.25M
|
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.34K+ 1.34% |
$51.7K - $57.2K
|
101K
$5.54M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.33K+ 21.95% |
$51.3K - $56.8K
|
7.37K
$403K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.28K+ 0.26% |
$49.4K - $54.7K
|
493K
$27M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.28K+ 22.67% |
$49.3K - $54.5K
|
6.9K
$377K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
1.26KNew |
$48.6K - $53.8K
|
1.26K
$68.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.18K+ 3.25% |
$45.5K - $50.3K
|
37.4K
$2.05M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.16K+ 4.77% |
$44.7K - $49.4K
|
25.4K
$1.39M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
BUY
|
- |
1.04K+ 0.13% |
$40.2K - $44.5K
|
816K
$44.6M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1K+ 6.61% |
$38.7K - $42.8K
|
16.1K
$881K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
982New |
$38K - $42K
|
982
$53.7K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
975+ 1189.02% |
$37.7K - $41.7K
|
1.06K
$57.8K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
960+ 2.76% |
$37.1K - $41.1K
|
35.8K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
956+ 0.29% |
$37K - $40.9K
|
335K
$18.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
940+ 1.23% |
$36.4K - $40.2K
|
77.3K
$4.23M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
925+ 4.74% |
$35.8K - $39.6K
|
20.5K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
877+ 5.54% |
$33.9K - $37.5K
|
16.7K
$914K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
861+ 7.75% |
$33.3K - $36.8K
|
12K
$654K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
847+ 10.82% |
$32.8K - $36.2K
|
8.68K
$474K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
841+ 5.5% |
$32.5K - $36K
|
16.1K
$882K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
823+ 82300.0% |
$31.8K - $35.2K
|
824
$45K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
823+ 82300.0% |
$31.8K - $35.2K
|
824
$45K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
767+ 1.22% |
$29.7K - $32.8K
|
63.6K
$3.48M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
735+ 3.67% |
$28.4K - $31.4K
|
20.7K
$1.13M
|